See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,596 | $226,064-90.0% | $182,532-87.6% | $152,861-85.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.69% | 192.51%-174.8pp | 148.54%-130.9pp | 345.32%-327.6pp |
| Employer contribution / active EE | $5,092 | $4,978+2.3% | $4,076+24.9% | $4,762+6.9% |
| Participant deferral / active EE | $2,600 | $6,368-59.2% | $5,524-52.9% | $5,850-55.6% |
| Admin fee / account holder | $570 | $10,703-94.7% | $8,592-93.4% | $11,596-95.1% |